Everything we can do on behalf of our client is driven by this simple, three-part proposition. At The Valentine Investment group, we aim for a collaborative approach between client and advisor as we feel this structure allows for both sides to get the most out of the relationship. We design a custom plan to fit the clients financial needs, aim to preserve ones wealth, and strive to preform our trusted knowledge and expertise in the investment advising business.
PLAN
Understanding: Information-gathering and in-depth discussions give us a clear understanding of the needs, dreams, and aspirations that you and your family share.
Confirmation: A formal re-cap of our understanding of your financial priorities, needs and opportunities ensures that we are in agreement.
Determine Solutions: Private Client Services specialists work as a team to develop integrated, comprehensive and customized financial solutions.
Present Solutions: The solutions, along with clear recommendations and action plans, are presented for discussion and your approval.
Implement Solutions: We follow through to ensure timely implementation of all solutions you have agreed to.
Ongoing Management & Review: We contact you regularly to discuss your progress, review any changes to your situation and implement changes as required.
PRESERVE
At Valentine Investment Group, we understand that every client, and those they hold dear to them, are singular. You have unique circumstances, goals and needs. That's why we consider every aspect of your wealth plan to ensure we are helping you meet all your needs.
Living goals:
- Income security
- Wealth preservation
Family goals:
Estate goals:
- Family legacy
- Tax efficiency
PERFORM
- Institutional pricing
- Fixed income
- Block trading
- Option strategies
- Foreign exchange
